Matthew
Sear
Evoke Advisors
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About this Advisor
Matthew Sear is a financial advisor based in New York, New York, working with Evoke Advisors. Matthew has previously held positions at First Republic Investment Management, Inc, Southern Methodist University, Evoke Wealth LLC, Skybridge Capital II, LLC, Hastings Capital Group, LLC, Inbalance Advisors, LLC, and Evoke Advisors. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Matthew is part of Evoke Advisors, which operates out of New York, New York. The firm has 1 office and 63 employees. The firm manages assets totaling $13.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$13,362,939,383
63
9,915
$1,347,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Sear Work History
Evoke Advisors
Inbalance Advisors, LLC
Evoke Wealth LLC
Skybridge Capital Ii, LLC
Hastings Capital Group, LLC
First Republic Investment Management, Inc
Southern Methodist University
Disclosures
Please visit the SEC profile of Matthew Sear to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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